Connect myphoner and Chatsistant to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for myphoner
Choose an Action
Automatically do this!
Create Chatbot
Delete Chatbot
Update Chatbot
Create Agent
Create QA
Create URL Source
Delete Data-Soruces
Retrain Sources
Update Data Souce
Create Session
Delete Session
Create Message
Delete Message
Update Agent
Create Source Tag
Ready to use myphoner and Chatsistant automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Chatbot
Triggered when a new chatbot is created
New Agent
Triggered when a New Agent is created in chatbot.
New Session
Triggered when a New Session is created in chatbot.
New Messages
Triggered when a New Message is created in chatbot.
New Sources
Triggered when a New Source is created in chatbot.
New Sources Tags
Triggered when a Source Tag is created in chatbot.
Do thisActions
Action is the task that follows automatically within your myphoner integrations.
Create Lead
Create a new lead in the selected Myphoner list with contact and profile details.
Mark Lead as Winner
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark Lead as Lost
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Schedule Callback
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Find or Create Lead
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Create Chatbot
Create a chatbot in Account
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Frequently Asked Questions
To start, connect both your myphoner and Chatsistant accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Chatsistant (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Chatsistant. This includes choosing which data fields go into which fields of Chatsistant, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Chatsistant typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between myphoner and Chatsistant. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn MoreAbout Chatsistant
Chatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.
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